RIAs Boost Portfolio Performance With One Small Shift
“What does a 10% allocation to multifamily do for my client’s portfolio?” It’s a common question among RIAs and one that deserves more than a generic answer. In 2025, advisors are re-evaluating traditional portfolio structures to seek better diversification, income consistency, and downside protection for their high-net-worth clients. [1][2] According to the Wealth Sizing Model, […]
Attractive Tax Advantages of Multifamily Private Placements for HNW Clients
For registered investment advisors (RIAs) working with high-net-worth (HNW) clients, the conversation around real estate investing often focuses on returns. Yet, tax strategy is just as critical when those investments include multifamily private placements. At BAM Capital, we design our multifamily real estate funds with both income generation and tax efficiency in mind. That means […]
RIAs Want to Know How Multifamily Aligns With Their Client’s Portfolio
For RIAs, constructing a well-balanced client portfolio often means going beyond traditional stocks and bonds to incorporate alternative investments that can potentially enhance diversification, provide tax advantages, and address income or growth objectives. BAM Capital’s current suite of offerings is designed with this in mind, giving access to institutional-quality multifamily real estate investments that align […]
Helpful Research on Impact Investing for Family Offices
Family offices are private firms that manage the wealth of high-net-worth and ultra-high-net-worth (UHNW) individuals, who typically have a net worth of $30 million or more, though family offices may serve families with lower thresholds depending on their needs. Traditionally, they have focused on providing a range of services to affluent individuals and families. This […]
What Actually Happens When Family Offices Invest in a Company?
Family offices have long played a significant role in the private equity (PE) and venture capital (VC) sectors. These private wealth management firms are recognized for their expertise in allocating capital across various asset classes to help high-net-worth (HNW) individuals and families grow their wealth. These entities invest in different assets to achieve this goal, […]
RIAs Revisited: BAM Capital and Your Due Diligence Process
In today’s investment landscape, private alternatives are no longer niche but a growing part of sophisticated client portfolios. But for RIAs, adding sponsors like BAM Capital isn’t just about evaluating return potential. It’s about conducting operationally sound, fiduciary-aligned due diligence that supports long-term client outcomes. This article outlines how BAM Capital aligns with best practices […]
RIA Briefing: Multifamily Is Entering a New Upcycle
As market volatility persists across equities and fixed income, Registered Investment Advisors (RIAs) are increasingly turning to multifamily real estate for its income stability, inflation resilience, and long-term growth. The sector’s fundamentals are rebounding, and emerging trends suggest we are entering a favorable new phase in the multifamily investment cycle. This article delivers timely data […]
Ultimate Guide to Multifamily Real Estate Funds for RIAs
As private real estate continues to gain traction in high-net-worth and mass-affluent portfolios, RIAs are increasingly tasked with evaluating multifamily fund structures that fall outside traditional public REITs. Understanding how these structures work and how their risk and return profiles align with client goals is essential to making sound allocation decisions. Whether you’re recommending a […]
Why Family Offices Seek the Best Real Estate Investments
Family offices offer a comprehensive range of services tailored to the financial needs of wealthy families. These private wealth management advisory firms serve high-net-worth (HNW) individuals and families. [1] In essence, a family office in real estate acts as the steward of the family’s property interests, offering specialized expertise and comprehensive services to navigate the […]
Now Is an Interesting Time to Discuss Market and Asset Selection
Effective market and asset selection is essential to thriving in multifamily real estate investing. Interpreting current trends and knowing where and what to buy has never been more important, especially in an environment shaped by regional rent progressions, supply-demand imbalances, and the evolving roles of primary, secondary, and tertiary markets. The right decisions can potentially […]